The AI 5 versus the S&P 495

Alf and Brent discuss the relentless bond yield and USD move. Can we get to 6% yields in the US, or even higher? And will stonks be able to handle it? 

Alf and Brent are back to discuss the various macro blowups we are witnessing simultaneously: French spreads, front-end of the bond market, mortgage-backed securities, EM carry and so on. What's the best framework to apply for each of these? 

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ...  Show more

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ...  Show more

AI isn’t just transforming tech, it’s reshaping the entire investing playbook. In this episode of Stocks in Translation, Hennion & Walsh Chief Investment Officer Kevin Mahn joins host Allie Canal and Senior Reporter Brooke DiPalma to discuss the AI ecosystem and how artificial in ...  Show more